Global Economics Chart Pack Global Economics Chart pack - Iran Conflict Edition (April 2026) The impact of the surge in energy prices on the global economy will depend on the extent of any disruption to energy flows, which remains highly uncertain. Europe and Asia are more exposed than the US... 2nd April 2026 · 1 min read
Global Economic Outlook Forecasting through the fog of war A short conflict in Iran would push global inflation temporarily higher and trim GDP growth, but the fallout would be manageable. Central banks that had already begun tightening – such as the BoJ and... 25th March 2026 · 1 min read
The economic consequences of war with Iran Capital Economics considers three scenarios. The first is of a short, sharp conflict, lasting about two weeks. The estimate is of a loss of around 1.4 per cent of global annual oil exports and a... 13th March 2026 · Financial Times
Global Economics Chart Pack Global Economics Chart Pack – Iran Conflict Edition (March 2026) The conflict in the Middle East has triggered a major shock to energy flows from the region, sending prices of oil and natural gas soaring. Shipments of petroleum through the Strait of Hormuz have... 10th March 2026 · 1 min read
Global Economics Update Scenarios for the Iran war & the macro impact This note assesses the macro and commodity‑market implications of three potential scenarios for the Iran war. In the most benign – a severe but short‑lived conflict – the effects on GDP, inflation and... 10th March 2026 · 7 mins read
Long Run Economic Outlook US and Asia to lead the AI decade Global growth will slow in the long run as population growth weakens and the scope for emerging market catch-up narrows, but there will be bright spots. We are increasingly confident that advances in... 18th February 2026 · 1 hr, 9 mins read
Global Economics Update Your questions about tensions over Greenland We hosted an online Drop-In session today to discuss escalating tensions over Greenland and their economic implications. (Recording available here.) This Update provides answers to some of the... 19th January 2026 · 5 mins read
Global Economics Update Key questions in geoeconomics to start the year Geoeconomics is back in focus as we enter 2026, with the removal of Venezuela’s Nicolás Maduro by the US dominating headlines and raising questions for global markets. This Global Economics Update... 5th January 2026 · 5 mins read
Global Economic Outlook Muddling through The global economy enters 2026 under the influence of contrasting forces, which will result in moderate GDP growth overall but widening gaps in performance and policy. The economic benefits of AI will... 18th December 2025 · 45 mins read
Global Economic Outlook US leads, others lag, in uneven global economy The global economy will grow by a solid yet unspectacular 3% in 2026-27, but the sources of growth are becoming increasingly unbalanced. The US will be the best performing major advanced economy, as... 2nd October 2025 · 45 mins read
Global Economics Rapid Response US Tariffs: Where we stand The reciprocal tariffs that have taken effect overnight have resulted in a broad range of US tariffs on different countries. At one end sits China (effective tariff rate of 42%), and Brazil (35%)... 7th August 2025 · 1 min read
Global Economic Outlook Global Economic Outlook: Global economy to weather geopolitical headwinds We expect global GDP growth to slow a touch in the next couple of years, as President Trump’s policies weigh on US activity and fiscal policy provides less of a prop to growth in China. India will be... 30th June 2025 · 45 mins read
Global Economics Update Trump, the global economy and the next 100 days President Trump’s first 100 days in office have brought substantial shifts in US policy. The next 100 will start to reveal whether his presidency is causing a realignment of the global economy. There... 29th April 2025 · 7 mins read
Global Economics Update Answering your questions about Liberation Day tariffs We hosted two online Drop-In sessions on 3rd April to discuss the fallout from President Trump’s Liberation Day tariff announcement. (See a recording here.) This Update contains answers to some of the... 3rd April 2025 · 9 mins read
Global Economic Outlook Global Economic Outlook: Trade war to dampen, not derail, global growth We expect the world economy to grow a touch slower in the next couple of years than it did in 2024. Trump’s policies will drag on US growth, policy support will not prevent a slowdown in China’s... 27th March 2025 · 45 mins read
Long Run Economic Outlook Global megatrends will outweigh Trump disruption President Trump’s trade and other policies might cause turbulence over the next few years, but they are unlikely to derail the megatrends which will shape the global economy in the long run. We still... 25th February 2025 · 1 hr, 8 mins read
